VFA

Valeo Financial Advisors Portfolio holdings

AUM $4.38B
1-Year Est. Return 15.61%
This Quarter Est. Return
1 Year Est. Return
+15.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$436M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,246
New
Increased
Reduced
Closed

Top Buys

1
+$78.1M
2
+$28.5M
3
+$13.2M
4
AAPL icon
Apple
AAPL
+$11.8M
5
JPM icon
JPMorgan Chase
JPM
+$8.87M

Top Sells

No sells this quarter

Sector Composition

1 Financials 11.6%
2 Healthcare 7.79%
3 Technology 6.14%
4 Consumer Staples 5.45%
5 Industrials 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$157K 0.04%
+1,130
227
$153K 0.03%
+766
228
$153K 0.03%
+15,022
229
$152K 0.03%
+1,388
230
$152K 0.03%
+1,700
231
$151K 0.03%
+2,899
232
$150K 0.03%
+7,800
233
$149K 0.03%
+1,457
234
$147K 0.03%
+1,045
235
$146K 0.03%
+3,500
236
$146K 0.03%
+3,246
237
$146K 0.03%
+3,021
238
$145K 0.03%
+9,201
239
$143K 0.03%
+1,742
240
$142K 0.03%
+2,844
241
$142K 0.03%
+5,750
242
$139K 0.03%
+1,698
243
$138K 0.03%
+4,746
244
$138K 0.03%
+5,596
245
$137K 0.03%
+600
246
$136K 0.03%
+3,125
247
$135K 0.03%
+2,944
248
$134K 0.03%
+4,138
249
$133K 0.03%
+3,914
250
$133K 0.03%
+3,900
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